Hi -
My name is Matthew, I sold insurance in the early 1980s via cold calling and referrals, then moved on to being a stock broker (using insurance as part of an overall financial profile) and then to being an investment analyst, with an analysts prof designation.
Now I am back to insurance as business for three reasons; 1 - being older now and having had to overcome personal hurdles I see the value in insurance much more so than when I was in my twenty's. 2 - I believe there is a tremendous opportunity in using some of the more conservative index based fixed annuities as alternatives to CDs. 3 - As a one-man shop, I think selling insurance to individuals may be a bit easier than selling research to institutions. We'll see about that.
What strikes me most is how much this industry has changed since the 1980s. Wow! And it appears all for the better. The life products are much better.
I am sure I will have a lot of questions and look forward to sharing on these forums.
My name is Matthew, I sold insurance in the early 1980s via cold calling and referrals, then moved on to being a stock broker (using insurance as part of an overall financial profile) and then to being an investment analyst, with an analysts prof designation.
Now I am back to insurance as business for three reasons; 1 - being older now and having had to overcome personal hurdles I see the value in insurance much more so than when I was in my twenty's. 2 - I believe there is a tremendous opportunity in using some of the more conservative index based fixed annuities as alternatives to CDs. 3 - As a one-man shop, I think selling insurance to individuals may be a bit easier than selling research to institutions. We'll see about that.
What strikes me most is how much this industry has changed since the 1980s. Wow! And it appears all for the better. The life products are much better.
I am sure I will have a lot of questions and look forward to sharing on these forums.
